Online Document Request Form

Please complete this form to order your document package.  

You must fax or email the vendor invoice with serial numbers and complete equipment description, including make model, year and total cost! 

If you have any questions, please contact Andrea, Cheryl or Deb at 866-774-5050.


General Information

  Broker Name                     

 Application No.               

  Lessee Name                  

  Lease Start Date                      

 Equipment Delivery Date

  Lessor                               

Equipment Location (if different than mailing address)

                                        Address 

                                        City              State      Zip  

 


Transaction Type

Equipment Finance Agreement (EFA)         Only check if EFA Documents

Lease Agreement                                                Only check if Lease Documents
Residual Type                    $1.00               10%                FMV       Other

 

PLEASE ANSWER EACH QUESTION!

Is the Equipment Titled?                                                                    If yes, who is handling the titling? 

Is this a Prefund?       (Must be approved in credit)                      Amount of Prefund $

If a lease, was there a down payment made to the vendor?        

Private Party Sale? (Any seller other than a vendor or dealer)    If yes, Is this approved in credit?

Are all Credit Stipulations Cleared?   (Refer to Approval)          


Payment Information


  Lease Term                                    

  Base Payment                   $

 Sales Tax Type                        Up Front        On Stream       Exempt       Tax Not applicable (EFA documentation only)           

Tax Rate:                               %          Enter "EX" if exempt.      Contact our Funding Dept. for Tax Rate!

 Tax Amt. in Payment       $ (If tax is on the stream)

 Total Payment                   $ (Base payment + tax)


  Due at Inception

 Advance Payments                                            Number                                                   Amount   $               

 Fees charged to customer (if not charged to customer, the fees will be deducted from the Broker commission).                                                                                          

          Document Fee                  $250.00     (Fast Forward Members $195.00)                                                               $
          Site Inspection Fee:         If > $50,000 & Enterprise orders the site = $250.00                                                   $
          Titling Fee                          If Enterprise is doing titling.  Fee = $195.00 per title.                                               $
           Other:                                                                                                                                                                           $

Total Fees Collected Upfront (paid by customer)                                                                                                            $


Security Deposit  (If applicable)                                                                                                                                          $    

 

Total First Check              Add all amounts collected at close.                                                                                 $                                                                             


Commission Calculation
Click Here to Go to Commission Calculator

Equipment Cost                                                                                                                                                     $

Fees to Deduct from Commission:                 

    Document Fee                    $250.00        (Fast Forward Members $195.00)                                                           $                             
   Site Inspection Fee            If > $50,000 & Enterprise orders the site = $250.00                                                  $
    Titling Fee                            If Enterprise is doing titling.  Fee = $195.00 per title.                                              $
    Other:                                                                                                                                                                            $

Total Fees Deducted from Commission         Enter "0" if none                                                                                $

 

Gross Broker Commission                                                                                                                                          $
Less:  Fees Deducted:        Enter "0" if none                                                                                                           $
Less:  Advance Payments collected by Broker (if applicable.  Enter "0" if none)                                             $

Net Broker Commission Due to Broker       Enter "0" if none                                                                               $

 


Document Delivery Instructions

  Please send documents to:

 Email Address:      Attention:  

OR

 Overnight Delivery to:       
 (Include Company, Contact Person, Phone, Address, City, State, Zip)         

Broker Comments:

 

When all information is complete, click submit below.  Don't forget to submit the vendor invoice!